Valley Tax Service - Monessen (PA)

Daphne Lupfer Great organization, great people, outstanding results! We have been clients since the inception of Brandywine Oak. Our plan and transition to retirement was handled seamlessly. We appreciate the on going guidance and education that we’ve received. A twice yearly review of results and discussion of future plans ensures we are fully aware and in control of how our assets are being managed and grown. Our personal advisor is extremely competent and very responsive. An additional benefit is the integration between other providers for tax and legal advice. We highly recommend the team at Brandywine Oak!

Tom Great bank to do business with, except the lobby at the 25th street branch in palmer twp , PA is extremely slow. Like very slow. And theres one teller, Peggy, has a major attitude problem. Shes always doing something on her phone or eating something other then her job. She kind of acts like shes annoyed because youre there. Everyone else there is very nice and efficient.

Peggy pruitt Best financial planner in the area , great service, friendly staff , professional expert research , entire staff is outstanding ,couldnt ask for more , highly recommend

Dawn Crawford My office has been with Penn Rise since they opened 17 years ago. Karl is our main contact there and he has always given the best offers that meet OUR needs. He has even suggested products that were less expensive and knew exactly what we used and has never let us "over buy". We have Health, Dental, Vision, Life, Long and Short Term Disability insurances through Penn Rise. In addition to this, they handle our Simple IRA account. I know that most employees even keep this set up after they leave our company. Truly a compliment to Penn Rise. They can be trusted 100%.

Brian Bolle I have to give a big shout out to Mike at Patriot Financial. I went to him with an equipment purchase on Thursday evening and he had the financing approved Friday morning. I have never had an easier time financing a purchase or a quicker turnaround. I highly recommend that anyone looking to finance a purchase to talk to Mike. I will have him handle all of my future purchases.

Felicia Mendez Fantastic!!! Never any problems. Staff is always helpful and friendly. Hazelton needs more businesses like this.